Entry Level Tax Preparer

Jackson Hewitt•Murfreesboro, TN

About The Position

As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes, prepare accurate tax returns, and provide customer service and tax knowledge to ease the stress of tax filing. The role includes preparing multiyear, multistate, and year-end tax forms; supporting clients with IRS audits; conducting face-to-face tax interviews; completing e-filing; and providing clients with copies of returns for review and signature before filing with the IRS and state agencies. You will also answer client questions and calls, offer future tax planning, generate business and client retention, process payments, and support office priorities through teamwork. This is a seasonal position with flexible scheduling options, including day or night shifts and weekdays or weekends. Full-time or part-time schedules are available. Jackson Hewitt offers free tax training and continuing education for tax preparers.

Requirements

PTIN certification.
Passion for providing extraordinary customer service.
Excellent communication and interpersonal skills.
Experience working in a fast-paced environment.
Basic knowledge of computer functions.

Nice To Haves

Sales and/or marketing experience.
Bilingual ability; bilingual candidates are highly encouraged to apply.

Responsibilities

Guide clients through tax-related questions and processes, and explain tax forms.
Conduct face-to-face tax interviews with clients.
Prepare complete and accurate tax returns, including multiyear, multistate, and year-end forms.
Complete e-filing and provide printed returns for clients to review and sign before filing with the IRS and state agencies.
Provide clients with IRS audit support.
Complete tax forms in accordance with company policies and applicable legislation and regulations.
Generate business growth, increase client retention, and offer additional products and services.
Collect and process client payments and ensure timely deposits.
Participate in marketing and business-generation efforts.
Answer client calls through the national call center routing system.
Answer client questions and provide future tax planning.
Resolve client complaints or refer situations to a supervisor as appropriate.
Support office priorities through teamwork and collaboration.